Knollwood Investment Advisory’s Moody's MCO Stock Holding History

Knollwood Investment Advisory’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.53M	Hold	3,497	–	–	0.15%	127
2025 Q4	$1.79M	Hold	3,497	–	–	0.17%	125
2025 Q3	$1.67M	Sell	3,497 -64	-2%	-$32.3K	0.15%	140
2025 Q2	$1.79M	Hold	3,561	–	–	0.17%	132
2025 Q1	$1.66M	Hold	3,561	–	–	0.18%	136
2024 Q4	$1.69M	Hold	3,561	–	–	0.18%	137
2024 Q3	$1.69M	Hold	3,561	–	–	0.18%	134
2024 Q2	$1.5M	Buy	3,561 +411	+13%	+$164K	0.17%	141
2024 Q1	$1.24M	Hold	3,150	–	–	0.22%	84
2023 Q4	$1.23M	Buy	+3,150	New	+$1.09M	0.26%	81

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Knollwood Investment Advisory's MCO Position: Q1 2026 in Review

Knollwood Investment Advisory held its Moody's (MCO) position steady in Q1 2026 at 3,497 shares worth $1.53M. The position accounts for 0.15% of the portfolio, ranked #127.

Knollwood Investment Advisory first reported a position in MCO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.79M in Q4 2025. 1,378 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

Knollwood Investment Advisory held 3,497 shares of Moody's worth $1.53M as of Q1 2026.
Knollwood Investment Advisory left its Moody's share count unchanged in Q1 2026.
Moody's made up 0.15% of Knollwood Investment Advisory's portfolio in Q1 2026, its #127 holding.
Knollwood Investment Advisory first reported a position in Moody's in Q4 2023 and has held it in 10 quarters since.
Knollwood Investment Advisory's Moody's position peaked at $1.79M in Q4 2025.
1,378 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.